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Evercore
EVR

Overview Fund Activity

221 hedge funds and large institutions have $1.58B invested in Evercore in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 39 closing their positions.

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
5.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
82
Reduced
76
Closed
39
Calls
$2.96M
Puts
$1.37M
Net Calls
+$1.59M
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$138M
2
Citadel Advisors
2
Citadel Advisors
Florida
$28M
3
Macquarie Group
3
Macquarie Group
Australia
$36.8M
4
JCM
4
Junto Capital Management
New York
$40.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$48.1M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$54.3M
2
Invesco
2
Invesco
Georgia
$3.7M
3
CM
3
Castleark Management
Illinois
$0
4
PCM
4
Palisade Capital Management
New Jersey
$2.44M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
26
Teachers Advisors
New York
$13.9M 313,887 +12,951 +4%
UBS Group
27
UBS Group
Switzerland
$13.8M 312,672 -3,847 -1%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$13.4M 303,645 – –
O
29
OppenheimerFunds
New York
$12.4M 280,901 +5,019 +2%
American Century Companies
30
American Century Companies
Missouri
$11.7M 265,846 -10,706 -4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$11.5M 260,003 +6,635 +3%
CCM
32
Copeland Capital Management
Pennsylvania
$11.1M 250,213 -1,561 -0.6%
HA
33
Halsey Associates
Connecticut
$10.8M 243,822 +9,866 +4%
Ameriprise
34
Ameriprise
Minnesota
$10.4M 235,853 -83,254 -26%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$10.3M 233,153 +78,007 +50%
RIM
36
Rainier Investment Management
Washington
$8.35M 188,910 -19,560 -9%
TCIM
37
TIAA CREF Investment Management
New York
$8.19M 185,257 +7,852 +4%
Goldman Sachs
38
Goldman Sachs
New York
$8.02M 181,440 +9,528 +6%
SAM
39
Sentinel Asset Management
Vermont
$7.99M 180,782 +11,112 +7%
BG
40
Bahl & Gaynor
Ohio
$7.71M 174,421 +9,050 +5%
IMIM
41
Irving Magee Investment Management
Pennsylvania
$7.6M 171,970 +1 +0%
LCP
42
Lombardia Capital Partners
California
$7.32M 165,665 +17,587 +12%
Charles Schwab
43
Charles Schwab
California
$7.32M 165,601 -1,901 -1%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$6.99M 158,111 +29,213 +23%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$6.89M 156,000 – –
Millennium Management
46
Millennium Management
New York
$6.53M 147,739 -115,772 -44%
BIM
47
BlackRock Investment Management
Delaware
$6.44M 145,758 +27,652 +23%
NFA
48
Nationwide Fund Advisors
Ohio
$6.38M 144,451 +6,063 +4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$6.23M 141,028 +30,491 +28%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$6.07M 137,329 +890 +0.7%
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